Dimensional US High Profi EtDUHPETF
13F holders, Q1 2024 (March 31)259holders
3famous investors
$31.59avg. 13F price*
At the end of Q1 2024, 259 institutions reported holding Dimensional US High Profi Et (DUHP) in their 13F filings. The largest holders were Mercer Global Advisors Inc. ($831.7M), Envestnet Asset Management Inc. ($810.8M) and Merriman Wealth Management, LLC ($256.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Dimensional US High Profi Et
- CUSIP
- 25434V831
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $70.0M |
| Exits | 12 | $9.6M |
Ownership 259 holders
| Mercer Global Advisors Inc. | 2.36% | Add +36.2% | 26,312,470 | $831.7M |
| Envestnet Asset Management Inc. | 0.30% | Add +29.5% | 25,649,219 | $810.8M |
| Merriman Wealth Management, LLC | 11.42% | Add +3.7% | 8,103,057 | $256.1M |
| Forum Financial Management, LP | 3.82% | Reduce -1.7% | 7,078,694 | $223.8M |
| Adero Partners, LLC | 16.01% | Reduce -0.2% | 6,691,202 | $211.5M |
| Alesco Advisors, LLC, An ESL Co | 2.75% | Add +14.2% | 2,642,225 | $83.5M |
| Corient Private Wealth LP | 0.14% | Reduce -9.2% | 2,457,635 | $77.7M |
| Aprio Wealth Management, LLC | 15.18% | Add +26.8% | 2,449,728 | $77.4M |
| Pure Financial Advisors, LLC | 2.38% | Add +26.6% | 2,404,910 | $76.0M |
| HighTower Advisors, LLC | 0.12% | Add +4.5% | 2,265,770 | $71.6M |
| LVZ, Inc. | 8.70% | Add +73.3% | 2,023,901 | $64.0M |
| Captrust Financial Advisors | 0.23% | Reduce -3.6% | 1,990,181 | $62.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.52% | Add +2.7% | 1,887,385 | $59.7M |
| Buckingham Strategic Wealth, LLC | 0.62% | Add +147.9% | 1,860,862 | $58.8M |
| Bank of Montreal | 0.02% | Add +11.0% | 1,772,350 | $56.1M |
| Bouchey Financial Group, Ltd. | 5.21% | Add +6.8% | 1,675,906 | $53.0M |
| UBS Group AG | 0.02% | Add +11591.6% | 1,633,437 | $51.6M |
| Planning Center, Inc. | 11.19% | Add +1.7% | 1,626,829 | $51.4M |
| OneDigital Investment Advisors LLC | 0.68% | Add +26.4% | 1,377,498 | $43.5M |
| DiNuzzo Private Wealth, Inc. | 5.67% | Add +0.1% | 1,329,817 | $42.0M |
| Park Avenue Securities LLC | 0.54% | Add +15.2% | 1,311,439 | $41.5M |
| High Probability Advisors, LLC | 7.69% | Reduce -1.7% | 1,311,277 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +205.9% | 1,308,443 | $41.4M |
| Pathstone Holdings, LLC | 0.19% | Add +15.2% | 1,267,456 | $40.1M |
| Safeguard Investment Advisory Group, LLC | 13.42% | Add +10.0% | 1,250,354 | $39.5M |
| Market Street Wealth Management Advisors LLC | 6.37% | Add +6.3% | 1,146,759 | $36.2M |
| Efficient Advisors, LLC | 2.30% | Add +0.8% | 1,135,705 | $35.9M |
| Ullmann Wealth Partners Group, LLC | 5.33% | Add +3.8% | 1,134,512 | $35.9M |
| Millburn Ridgefield LLC | 0.91% | No change | 1,043,052 | $33.0M |
| Catalyst Capital Advisors LLC | 0.79% | No change | 1,043,052 | $33.0M |
| Freedom Investment Management, Inc. | 2.62% | Reduce -8.9% | 1,034,847 | $32.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +12.5% | 1,025,314 | $32.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +8.2% | 1,009,411 | $31.9M |
| Financial Consulate, Inc. | 9.36% | Add +1.2% | 1,002,346 | $31.7M |
| Burton Enright Welch | 7.13% | Reduce -0.1% | 937,361 | $29.6M |
| True Wealth Design, LLC | 7.28% | Add +15.2% | 923,799 | $29.2M |
| Sequoia Financial Advisors, LLC | 0.33% | Add +4.8% | 828,707 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +8.9% | 812,638 | $25.7M |
| Christopher J. Hasenberg, Inc | 12.61% | Reduce -8.2% | 812,479 | $25.7M |
| Liberty Wealth Management LLC | 4.97% | Reduce -2.5% | 805,903 | $25.5M |
| Sax Wealth Advisors, LLC | 2.94% | Add +23.1% | 795,088 | $25.1M |
| Grunden Financial Advisory, Inc. | 13.35% | Add +0.2% | 793,995 | $25.1M |
| BetterWealth, LLC | 7.90% | Reduce -0.6% | 767,204 | $24.3M |
| Retirement Solution LLC | 6.09% | Reduce -0.7% | 711,641 | $22.5M |
| Vestmark Advisory Solutions, Inc. | 0.94% | Add +8.3% | 692,333 | $21.9M |
| Chicago Partners Investment Group LLC | 0.91% | Add +6.3% | 705,565 | $21.3M |
| Great Oak Capital Partners, LLC | 9.37% | Add +35.7% | 667,467 | $21.1M |
| Allworth Financial LP | 0.14% | Reduce -0.5% | 627,790 | $19.8M |
| AlTi Global, Inc. | 0.55% | Add +31.0% | 622,350 | $19.7M |
| Clarius Group, LLC | 1.33% | Add +1572.2% | 608,287 | $19.2M |
| Leading Edge Financial Planning LLC | 8.50% | Add +11.6% | 606,955 | $19.2M |
| Empowered Funds, LLC | 0.34% | New | 600,621 | $19.0M |
| Kestra Advisory Services, LLC | 0.13% | Add +10.1% | 591,288 | $18.7M |
| Focus Partners Advisor Solutions, LLC | 0.53% | Add +45.7% | 584,403 | $18.5M |
| Meredith Wealth Planning | 10.21% | Add +10.5% | 578,828 | $18.3M |
| Bank of America Corp. | 0.00% | Add +54.3% | 572,618 | $18.1M |
| MB Generational Wealth, LLC | 13.31% | Add +15.7% | 536,388 | $17.0M |
| Fischer Investment Strategies, LLC | 14.74% | Add +11.1% | 533,319 | $16.9M |
| Syverson Strege & Co | 5.93% | Add +1.0% | 520,266 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +23.4% | 510,603 | $16.1M |
| NewEdge Advisors, LLC | 0.14% | Add +16.4% | 510,402 | $16.1M |
| Oceanside Advisors LLC | 13.14% | Add +1.4% | 502,009 | $15.9M |
| AE Wealth Management LLC | 0.17% | Reduce -60.5% | 476,142 | $15.1M |
| Fortress Wealth Management, Inc. | 7.70% | Add +2.5% | 472,479 | $14.9M |
| Arlington Financial Advisors, LLC | 3.09% | New | 445,157 | $14.1M |
| Baird Financial Group, Inc. | 0.03% | Add +1495.7% | 442,162 | $14.0M |
| Opus Capital Group, LLC | 1.94% | New | 420,306 | $13.3M |
| Hutchinson Capital Management | 2.65% | Add +174.8% | 414,426 | $13.1M |
| Lutz Financial Services LLC | 1.14% | Add +17.9% | 412,899 | $13.1M |
| WCG Wealth Advisors LLC | 1.06% | Add +40.1% | 400,339 | $12.7M |
| Founders Financial Securities LLC | 1.32% | Reduce -35.0% | 398,429 | $12.6M |
| Websterrogers Financial Advisors, LLC | 4.46% | Reduce -12.5% | 397,072 | $12.6M |
| Kooman & Associates | 5.18% | Add +0.6% | 393,238 | $12.4M |
| Horizon Investments, LLC | 0.33% | Reduce -35.3% | 393,023 | $12.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.30% | Reduce -0.6% | 384,196 | $12.1M |
| Pinnacle Associates Ltd. | 0.19% | Reduce -0.6% | 384,196 | $12.1M |
| West Financial Advisors, LLC | 2.57% | Add +1.8% | 379,605 | $12.0M |
| CPA Asset Management Group, LLC | 6.71% | Add +3.7% | 379,253 | $12.0M |
| Satovsky Asset Management LLC | 3.47% | Reduce -6.6% | 375,342 | $11.9M |
| REDW Wealth LLC | 3.10% | Add +11.9% | 363,437 | $11.5M |
| TCI Wealth Advisors, Inc. | 1.10% | Add +12.2% | 354,642 | $11.2M |
| Mariner, LLC | 0.02% | Add +28.7% | 351,748 | $11.1M |
| Bridgewater Advisors Inc. | 1.66% | Add +20.5% | 351,184 | $11.1M |
| Aveo Capital Partners, LLC | 1.18% | Reduce -0.3% | 356,454 | $10.8M |
| Exencial Wealth Advisors, LLC | 0.40% | Add +24.5% | 340,647 | $10.8M |
| Legacy Financial Group, Inc. | 4.23% | Add +7.6% | 340,137 | $10.8M |
| TCP Asset Management, LLC | 2.79% | Add +23.8% | 334,484 | $10.6M |
| Phillips Financial Management, LLC | 0.83% | Add +24.9% | 321,270 | $10.2M |
| PBMares Wealth Management LLC | 2.61% | Add +23.8% | 317,015 | $10.0M |
| Intrepid Capital Management Inc. | 6.18% | Add +5.5% | 301,773 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +37.0% | 297,490 | $9.4M |
| Raymond James & Associates | 0.01% | Add +53.2% | 285,042 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | New | 280,097 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 291,239 | $8.8M |
| RFG Advisory, LLC | 0.29% | Reduce -1.1% | 271,845 | $8.6M |
| Applied Capital LLC | 5.04% | Add +5.2% | 268,429 | $8.5M |
| Intelligence Driven Advisers, LLC | 1.20% | Reduce -4.9% | 256,090 | $8.1M |
| Abel Hall, LLC | 5.80% | Add +0.4% | 245,085 | $7.7M |
| Level Financial Advisors | 3.42% | Add +38.5% | 238,211 | $7.5M |
| Avondale Wealth Management | 5.14% | Add +3.2% | 232,157 | $7.3M |
"% of holder's portfolio" is DUHP's weight in each manager's 13F, not the share of Dimensional US High Profi Et the manager owns.